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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,802 | $63,346+43.3% | $92,239-1.6% | $70,124+29.5% |
| Participation rate | 90.9% | 68.7%+22.2pp | 76.5%+14.4pp | 69.5%+21.4pp |
| Annual return | 16.54% | 530.19%-513.6pp | 176.29%-159.7pp | 73.14%-56.6pp |
| Employer contribution / active EE | $10,835 | $2,471+338.5% | $3,680+194.5% | $2,342+362.6% |
| Participant deferral / active EE | $5,824 | $2,854+104.1% | $3,897+49.5% | $3,332+74.8% |
| Admin fee / account holder | $2,781 | $3,841-27.6% | $5,194-46.5% | $4,645-40.1% |